ฝัง
- เผยแพร่เมื่อ 27 มิ.ย. 2024
- Another superb, in-depth analysis of India in HINDI; through simple stories, anecdotes and data from my dear friend Mahesh Nandurkar. He has spent 25 years in the Indian Markets and is among the best minds. We deal with Valuations of Sensex, PSU re-rating, Real Estate cycle and much more.
His report can be downloaded here...
www.linkedin.com/posts/jeffer...
00:00 Introduction
02:08 Bubble zone? Valuations of Indian Stock Market
09:56 Domestic Flows : Can this continue?
12:32 Capex Cycle & Manufacturing Boom: Will it last?
24:08 PSU comeback. Can Government Companies go up more?
32:26 Valuations of PSU? Can they re-rate more?
33:45 Real Estate Sector growth and prospects
41:57 Has Indian stock market become less Volatile?
Hi friends, I am Ajay Sharma. I have been an active investor and a serial entrepreneur living in Singapore. I am an alum of IIT (BHU) Varanasi and IIM Ahmedabad. I have worked in some of the leading global corporates and am passionate about startups.
To know more about me, watch - • Who am I? #AjayFY
To connect with me, follow me on my socials -
Instagram - / ajayfy.sharma
LinkedIn - / ajayfy-sharma
Twitter - / ajayfysharma
#ajayfy #bullmarket #psu
अजय सर जब से आप यू ट्यूब पे आये है तब से मै आपके सारे व्हिडीओ देखे है. आपका व्हिडीओ मे जो कंटेट होता है उसका स्तर बहोत ही उंचा है. आप जीन महानुभव को लाते हो और उनका जो भारत और इनवेसटमेंट के प्रती देखने का जो नजरीया है वो कमाल का है. हमारे कल्पना से परे है. इनवेसटमेंट करते समय कितना कुछ समझना और देखना पडता है ये आपके व्हिडीओ दखने पर समझ मे आता है. आप मेरे संबसे पसंदीदा मेंटॉर हो. आपको शत शत प्रणाम ...
One of the best channels sir for financial and economic discussions !!👍
Investing in markets from previous 10 years and I have not seen such in depth analysis of markets. I was kind of fed up with research available online and it never added anything in my perspective but this channel is awesome. The kind of guests who appear are extraordinary with vast knowledge. Hats off
8:30 beautifully put, if go by market condition its a sell, if by supply demand its a buy
The way of explaining.....is jabardast....sir aap inke sath investing per aur indian policy making per video banaye....jisse humme bahut si baato ka gyan mile
Wonderfull channel... I never see such a precious information in any channel on youtube... Really thanks a lot for sharing these valuable videos
Your each discussion is a gem. Your content always surprise us and provide very basic but a deep understanding. I amaze by your content idea and its delivery in very simple lucid way. Thank you to both.
I am so lucky and blessed that such a great learning I am getting free of cost.
This video is very nice and easy to understand Thanks for making such a lovely and informative videos. Keep making such contents
Thanks for this conversation sirji. Please repeat Mahesh sir atleast twice a year. Aapko Mahesh sir dosti ki kasam. Really a very insightful discussion !!
Super Awesome video sir...gr8 insights in simplest way possible...
Thank u Sir..
Another great video
Eye opening discussion, MAJA AA Gaya!!!!!!
महेश सर और आपका धन्यवाद इसलिये करता हूं, कि आप दोनो ने आसान भाषा मे पिछले २०-२५ साल के बदलावों को बेहतरीन तरह समझाया है.
मेरे जीवन के पिछले २०-२५ सालोंमे झाककर वो लमहे आखो के सामनेसे हलके हलके गुजरातेत दिख रहे थे.
धन्यवाद फिरसे आपका ❤️👍👌🙏
Very informative session, keep continuing it 👍
Ajay Sir and Mahesh sir, iam very thankful to you, aapka itni kimti waqt Or aapka precious knowledge share karnekeliye
@Ajay Sir, Thank you once again for opening TH-cam channel, Its helps lot
आपसे बहुत ज्ञान मिलता है स्टॉक मार्केट में इन्वेस्ट करने के लिए❤❤❤
Fabulous conversation. Dil mage more.
Great interview, great questions...Awesome.
Thanks for the wonderful conversation.🙏🙏
One the best find on TH-cam 🎉
Sir pls continue posting such videos . We always wait for such knowledgeable sessions. Pls don’t stop posting .
Whenever I come to this channel it's just quality content no nonsense discussion
Dhanyawad Both of you sirs 🙏
Simple Wow, this discourse provided indepth prevalent economic and market conditions.
Your videos are outstanding.
Ajay bhai saheb, it's sheer pleasure to listen two brilliant minds in conversation🎉
Sir, your videos are lessons in practical knowledge... 🙏🙏🙏🙏
Very good quality talk, thank you so much
I m glad i found this channel! Ajay ji, please ek aur session Neelkanth ji k sath kijiye, he is a delight to listen 🙂 please bring him again 🙏🏻
Can't ask for more investing wisdom in one video than this , obviously now I am feeling greedy to get more such Videos from Ajay Sir. Awesome content! Hats off !!
kamal ke vidwan log hai ajay bhai aapke dost log...bulate rahiye aur public ka gyan vardhan kerte rahiye.
One of the best knowledgeable video on TH-cam
Very intelligent discussion. Thankyou Gentlemen.
Just the clarity i needed at this time❤
Thank you so much!!!
Very informative Ajay Sir .... Pls keep coming with such videos....
No words to express. What a wonderful and informative video. ❤❤❤
Very nice. Thanks to both of you. I'm always waiting for your videos.
Awam sir..
Genuinely speaking last video se bht hi acha...
Sahi hai bht maza ahya 😇😇
Phr ahna dubara😊😊
Thnku so much
Amazing content ajay sir
This type of content is very helpful for retail because we have limited access for deep insight about macro economy .keep on hats up
🔥🔥🔥
🙏🙏 thank you sir for interesting discussion.
what a pure knowledge ,
Very much impressed with the most detailed Roadmap of the Indian Economy. Keep up the good work & educate us laymen in financial intricasies.
sir your channel is my favourite and your knowledge on various topic is incredible. one suggestion from my side is let speaker to complete and put his perspective.
Amazing content. Thank you!
Great conversation ❤.........
Thank you.
Exceptional Interview. Thank you Ajay sir for this level of content . Pure Gold
Very interesting and in depth study covered in the video. Awaiting for more such videos.
Sir aap logo ka knowledge excellent bhut deep understanding hui
Thank you for bringing us such knowledgeable content for free. Appreciate your efforts. 🙏
A unique presentation.
Thank you.
Excellent insightful incisive questions on FMCG valuations!
Such great insights, thanks for such remarkable videos..
Really an excellent discussion
Excellent perspective Anil Nahar
Excellent videos boss. Aap aise insights dete rahie from Market supergiants.❤
Excellent session, with some fantastic insights. Mahesh is simply brilliant. Both of you have such command over Hindi, that it's a pleasure to listen to you both. This was my first time too to listen to such involved concepts in Hindi. Keep it up, hope to hear more from Mahesh as well.
so much wisdom ! thanks for sharing..
Wonderful video...🎉🎉
Just loved it ❤
Amazing insights. Thanks for sharing 🙏
As always premium content at no cost❤❤❤❤
Thank You sir for sharing your knowledge and wisdom.
Ajayji, you have so so resourceful friends circle ❤❤ and willing to share their wisdom ❤❤
Thank you
Excellent.
Ajay Sir, when are you starting classes, learning a lot from these videos....
Real Gold!
Hi
What a fantastic analysis and great insights into future of Economy and market
Loved it
Please have another session with him
Thank you Ajay ji❤
Great
Ajai jei bring best minds with excellent ❤
Analysis❤ Thanks Brother
Incredible content.. ❤
Great conversation Ajay sir
sir Amazing explanation in very simple term
Thank you for this insightful podcast 🎉🎉
Sir, sab interview session bohot knowledgeable hai,
Thanks for this
Great !! Excellent Analogy !!! gather lot of knowledge.. Looking forward lot more this type of videos...Thanks a lot,...👌
Great learning
Superb analysis... carry on ....like karo yaar...
Nice work,thankyou
Super.
Blessed to be with Genius to super Genius people sharing their thought and insite of our country,,, thank a ton incredible Ajay ji🙏
❤❤ Great personality ❤❤
Thank you for doing this Video. I found this very insightful. I am great fan of your channel
This is the best content on ecomony outlook so far . Thanks much ❤. Officially a follower from today
Great learning sir thank you very much 🙏🙏🙏
Thank U
Awesome as always ❤ loved your all podcast.
Very good to see that , big brains are giving so thoughtful information in such a simple way and explained each and everything .. thanks for launching this challenge this will be Win win for every Indian..
Super good work sir
Very insightful
I started investing in COVID era, principal guidelines deduced from the book written by the Sri basant maheshwariji-thoughtful investor, intelligent investor by Graham and beating the street by Peter lynch.i adopted purist approach to investing and purchased j p power,Usha Martin,j k tyres,j k papers,marksan pharma,powergrid ,gujrat pipavov, finolex pipes and obtained multibagger returns as all these stocks were trading below 20PE, below book value,free of bankruptcy threat.purist approach still matters despite soaring domestic liquidity
चरण वंदन सर जी
Ajay ji, we watchers and your channel are getting transformed. Keep rocking
Superb Ajay bhai
It's good conversation... Doing a great job sir...
Thanks, it enhanced a lot of knowledge.
Very nice video sir amazing knowledge
Great video
Very nice analysis